See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,466 | $209,832-45.0% | $189,513-39.1% | $167,490-31.1% |
| Participation rate | 84.6% | 88.7%-4.1pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 14.35% | 748.27%-733.9pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,710 | $6,914-75.3% | $6,162-72.3% | $4,837-64.7% |
| Participant deferral / active EE | $3,837 | $8,935-57.1% | $8,221-53.3% | $6,341-39.5% |
| Admin fee / account holder | $129 | $14,293-99.1% | $12,045-98.9% | $12,309-99.0% |